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Form 8858
Expat Tax Forms

Form 8858 – Practical Info – What Expats Need to Know

ByRandall Brody September 27, 2024October 3, 2024

Form 8858 is an IRS form requirement for people who own certain foreign entities. If the filing requirement applies, you must do it accurately…

Read More Form 8858 – Practical Info – What Expats Need to KnowContinue

How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats
Expat Tax Forms

How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats

ByRandall Brody May 17, 2024October 3, 2024

Despite the rise of electronic payments, cash transactions persist in business. While they offer convenience, they present challenges during tax preparation. The IRS is…

Read More How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for ExpatsContinue

5 Simple Steps to Fix  Rejected Tax Returns for Expats
Expat Tax Resolution | Expat Taxes

5 Simple Steps to Fix  Rejected Tax Returns for Expats

ByRandall Brody April 29, 2024October 3, 2024

You spent days, perhaps even months, wrestling with receipts, forms, and numbers to prepare your tax return. After countless hours of hard work, you…

Read More 5 Simple Steps to Fix  Rejected Tax Returns for ExpatsContinue

6 Questions You Should Ask Your Tax Advisor
Expat Taxes

6 Questions You Should Ask Your Tax Advisor as an Expat

ByRandall Brody February 8, 2023October 5, 2024

The search for the right tax advisor can get confusing, especially if it’s your first time working with them. As a starting point, this article will be your guide on some sample questions you should ask your tax advisor.

Read More 6 Questions You Should Ask Your Tax Advisor as an ExpatContinue

4 Legitimate Ways to Boost Your Tax Refund
Expat Taxes

4 Guaranteed Ways to Boost Your Tax Refund

ByRandall Brody February 8, 2023September 24, 2024

While the tax refund for 2021 is already high, you can still utilize strategies to get a larger sum. Here are ways to take advantage of every possible tax break and minimize your tax liability. 

Read More 4 Guaranteed Ways to Boost Your Tax RefundContinue

A 3D render of the word TAX is cut by a pair of scissors
Foreign Tax Credit And Treaties

Tax Credit vs. Tax Deduction: The Most Important Differences Expats Need To Know

ByRandall Brody July 28, 2022October 5, 2024

Taxes are time-consuming, but knowing how to minimize your tax dues can be worth the trouble. Read our blog to see how you can get the most savings in your taxes.

Read More Tax Credit vs. Tax Deduction: The Most Important Differences Expats Need To KnowContinue

roll of money tied with a green ribbon as a gift
Expat Taxes

Understanding Taxable Gifts: What Expats Need to Know Now for Your Tax Return

ByRandall Brody July 26, 2022October 5, 2024

Taxable gift income can be a complicated rule. Here are some things you may want to consider when receiving gifts or gifting to a friend or family member.

Read More Understanding Taxable Gifts: What Expats Need to Know Now for Your Tax ReturnContinue

"TAX RECORDS" stamped on a file folder
Expat Tax Resolution | Expat Taxes

How To Request Your Tax Records in 4 Ways

ByRandall Brody April 19, 2022October 5, 2024

Having tax records on hand makes filing taxes a whole lot easier. Check out how you can request these documents to smoothen your tax preparations.

Read More How To Request Your Tax Records in 4 WaysContinue

Taxable Income
Expat Taxes

The Difference Between Taxable Income vs. Nontaxable Income for Expats

ByRandall Brody March 24, 2022October 5, 2024

Not all kinds of income are taxable; the IRS considers some as tax-free. Find out their differences and the types of income they cover in this article.

Read More The Difference Between Taxable Income vs. Nontaxable Income for ExpatsContinue

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Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Workflow Excellence Manager will lead the client service experience at Tax Samaritan. This role ensures clients receive unparalleled communication, seamless service delivery, and exceptional care aligned with our commitment to proactive and personalized tax solutions for U.S. expats.

What You’ll Do:

  • Lead the client experience journey, ensuring seamless service delivery.
  • Collaborate with teams to optimize workflows and exceed client expectations.
  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
  • Coach and mentor staff to uphold service excellence.
  • Foster and maintain strong client relationships through regular, proactive communication.
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  • Monitor and uphold service standards to exceed client expectations.

Why Join Us?

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  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

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  • Lean Six Sigma Black Belt certification is preferred.
  • Background and experience in tax or accounting is preferred.
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About Us:

Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.

What You’ll Do:

  • Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.
  • Deliver personalized, proactive service by developing comprehensive tax and financial plans that integrate wealth management, estate planning, and risk mitigation strategies.
  • Collaborate with the Client Excellence Manager on After Action Reports (AARs) to drive continuous improvement in client experiences and service delivery.
  • Articulate Tax Samaritan’s transformative value proposition to prospective and current clients, guiding them on a journey to achieve measurable financial success and peace of mind.
  • Continuously “plus” the client experience, delivering surprising and delightful touches that exceed expectations.

Why Join Us?

  • A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

  • U.S. CPA or Enrolled Agent (EA) required.
  • Proven expertise in tax advisory, accounting services, or financial planning, with an emphasis on proactive strategies and wealth management.
  • Demonstrated ability to build authentic client relationships, emphasizing care and understanding.
  • A commitment to simplifying processes, enhancing transparency, and creating value-driven, indispensable experiences.
  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
  • A track record of delivering exceptional client value through innovative, tailored solutions.
  • Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Tax Samaritan Team
    • Our Clients
    • Global Impact
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring Abroad
      • Digital Nomads
      • Tax Filing 101
      • Entrepreneurs
      • Streamlined Filing Procedure
      • Proactive Planning
      • Should I Hire A Tax Professional
      • Individual
      • Small Business
      • Passport Revocation
      • Foreign Gift Tax
      • 7 IRS Secrets
      • Dreaded IRS Letter
      • 4 Tax Company Rip Offs to Avoid
      • 10 Costly Misconceptions
    • Country Expat Tax Guides
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
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    • Expat Tax Articles
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  • Media Room
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